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Wells Fargo

Diversified financial services: banking, lending, investments

Relationship Banker

Retail & Commercial BankingPosted on Nov 9
Full-time

About the Job

Requirements

  • At least 2 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • At least 1 year of assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
  • At least 1 year of building and maintaining effective relationships with customers and partners.
  • Ability to work a schedule that includes most Saturdays.
  • Must obtain and maintain FINRA Series 6 and Series 63 (or recognized equivalents), State Insurance license(s), and, for qualifying state hires, Series 65 (or equivalent); the SIE is also required for FINRA qualification exams earned after September 30, 2018.
  • SAFE registration is required at the time of employment. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
  • Must meet enhanced financial fitness and criminal background standards and complete the FINRA review process after accepting an offer.
  • Must comply with applicable risk programs, policies, procedures, regulatory requirements, monitoring, governance, issue escalation, remediation, and risk decision-making obligations.
  • Visa sponsorship is not available.

Responsibilities

  • Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships.
  • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
  • Partner with professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking ownership to convert qualified opportunities into closed outcomes.
  • Educate customers on self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
  • Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
  • Serve as the primary point of contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach.
  • Help customers progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions.
  • Support everyday banking activities, including opening accounts and handling service requests.
  • Build customer credibility and loyalty through discovery conversations and ongoing customer partnerships.
  • Partner with colleagues to meet customer needs through appropriate referrals.

Desired Qualifications

  • Ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships that support the customer experience.
  • Knowledge of book-of-business management practices, documenting planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments.
  • Experience assessing customer needs and recommending products and services for consumer and business customers.
  • Ability to educate customers on self-service and mobile banking options to increase satisfaction, engagement, and service efficiency.
  • At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
  • Successfully completed FINRA Series 6 and Series 63 examinations, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
  • State Insurance license(s).

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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